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PlanVest Federal Team

Advisors in the PlanVest Federal group hold the prestigious designation of Chartered Federal Employee Benefits Consultant (ChFEBC).  This designation is held by a limited group of Financial Advisors, CPAs, Attorneys, and certain employees of the Federal Government, who have successfully completed an intensive education course and passed a rigorous examination covering a wide array of federal government employee benefits.

Richard is the CEO and Co-Founder of PlanVest Financial. He is also a CERTIFIED FINANCIAL PLANNER™. Working closely with his clients, Richard provides...

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Mike is a retirement distribution planning specialist who has been published and has trained more than 2,000 financial professionals across the country. Additionally, Mike is Nationally recognized as a public speaker on financial...

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Tom is a CERTIFIED FINANCIAL PLANNER™ and has more than thirty years experience in the financial service industry. Tom spent many years as a senior executive with several metropolitan Washington, D.C. area financial institutions...

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As a Client Services Manager for PlanVest Financial, Zach enjoys supporting the day-to-day administrative operations and working with clients. He plays an active role...

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As a Client Services Assistant for PlanVest Financial, Lori enjoys providing administrative support and communicating with clients. She has extensive administrative, banking and bookkeeping experience in a variety of professional...

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